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Core Team
We are a bunch of wealth-tech enthusiasts with a common goal of making portfolio management and financial planning tools accessible to all.
Pauline Shum Nolan, PhD
Co-Founder & CEO
Bruce Seago, MBA
CFO & Director
Simiao Zhou, PhD, CFA
Director of Research &
Senior Software Developer
Armaan Zaffino, BBA
Product & Client Success Manager
Rhys Collings, BSc
Frontend Software Developer
Pauline Shum Nolan, PhD
Founder & CEO
Preet Banerjee, DBA
Director & Partner
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